Business Essentials

Review of your Profit & Loss and Balance Sheet for basic accuracy

Check for missing transactions or obvious reporting errors

Simple cash flow overview (are you consistently bringing in more than you spend?)

Identify 2–3 quick improvements to strengthen your financial setup

Clear recommendations for next steps if deeper support is needed

Review and correction of uncategorized or misclassified transactions

Bank and credit card reconciliations for prior periods

Cleanup of accounts receivable and accounts payable balances

Identification and correction of duplicate or missing entries

Updated, accurate financial reports ready for tax prep or decision-making

Chart of accounts review and restructuring for clarity and accuracy

Account mapping cleanup to improve reporting and decision-making

Expense categorization alignment for better profitability tracking

Workflow improvements between bookkeeping, payroll, and reporting

Financial structure designed to support growth and scalability

Payroll system setup and configuration (QuickBooks, ADP, or client-preferred platform)

Employee onboarding setup (W-4, I-9 tracking, direct deposit, pay rates, and deductions)

Federal and Nevada state payroll account registration (no tax filing setup included)

Workers’ compensation and unemployment account registration

Payroll schedule creation and earnings/deduction code configuration

Custom business forms tailored to your operations

Client and employee document creation

Professionally formatted and branded layouts

Delivered in editable, ready-to-use formats

Designed to streamline workflows and improve consistency